HRSD E-signature

[Soumita3]

Hi Everyone,

We have been trying to create an E-signature in LE in one of the Manage Lifecycle events.

We have followed all the steps and have constructed the same. Whenever the task is created for e-signature and we click on "Sign Document", the attached document do not show the signature neither for OOB E-signature templates nor for any custom ones created.

Can anyone confirm whether the signature be attached to the template or will just be captured on the e-signature history?

Thanks in advance.

[Community Alums]

Hi @Soumita3 ,

Firstly, What we get as part of template for signature it's treated as "Acknowledgement" not really a digital signature. For an valid digital signature you must integrate with third party tools like Docusign or Adobe.

Few things you need to understand :

• The Document Template mappings need to be chosen from the table which is selected on the template. The pdf will be attached to the table only if all the mappings are populated on the record and all signatures of those users were complete
• So if the customer chooses the subject person and Assigned to fields signatures in the PDF template, the pdf will be attached only when the subject person and assigned to users have signed. If the fields are not populated/empty in the record the pdf won't be created.
• Hence the assigned_to field on the case must be populated for the pdf to create and attach to the case.
• This is an expected out of the box behavior.

[Soumita3]

Thank you

[Community Alums]

Hi @Soumita3 ,